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Biglari Holdings Inc.

BH
Exchange
NYSE
Industry
Retail-Eating Places
SEC CIK
0001726173

No open-market purchases or sales by Biglari Holdings Inc. insiders were filed in the last 90 days; 113 institutions reported holding it in 13F filings for Q2 2026, worth $850.5M in total; no superinvestor holds it.

Other share classesBH.A

13F holders, Q4 2023

Institutional positions in Biglari Holdings Inc. as of Dec 31, 2023. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works

Institutional holders
68
+1 vs. Q3 2023
Shares held
1.69M
+24.8K (+1.5%) vs. Q3 2023
Total value
$278.2M
+$2.31M (+0.8%) vs. Q3 2023
New holders
6
29 more added
Sold out
5
12 more reduced

Compare with Q3 2023: new holders, sold out and not filed yet

Holders and value by quarter

Institutions reporting BH on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.

Institutional holdersQ4 2023: 68 institutions
Q1 2021: 70 institutionsQ2 2021: 72 institutionsQ3 2021: 76 institutionsQ4 2021: 65 institutionsQ1 2022: 67 institutionsQ2 2022: 63 institutionsQ3 2022: 56 institutionsQ4 2022: 60 institutionsQ1 2023: 72 institutionsQ2 2023: 72 institutionsQ3 2023: 67 institutionsQ4 2023: 68 institutionsQ1 2024: 68 institutionsQ2 2024: 72 institutionsQ3 2024: 69 institutionsQ4 2024: 75 institutionsQ1 2025: 75 institutionsQ2 2025: 92 institutionsQ3 2025: 97 institutionsQ4 2025: 106 institutionsQ1 2026: 116 institutionsQ2 2026: 113 institutions
Value heldQ4 2023: $278.2M
Q1 2021: $226.0MQ2 2021: $268.1MQ3 2021: $289.8MQ4 2021: $244.7MQ1 2022: $243.1MQ2 2022: $202.5MQ3 2022: $189.0MQ4 2022: $226.8MQ1 2023: $279.2MQ2 2023: $330.1MQ3 2023: $275.8MQ4 2023: $278.2MQ1 2024: $320.7MQ2 2024: $328.7MQ3 2024: $293.0MQ4 2024: $454.5MQ1 2025: $389.0MQ2 2025: $534.5MQ3 2025: $612.7MQ4 2025: $642.0MQ1 2026: $652.9MQ2 2026: $850.5M
Institutions holding BH and their total value by quarter
QuarterHoldersValue
Q2 2026113$850.5M
Q1 2026116$652.9M
Q4 2025106$642.0M
Q3 202597$612.7M
Q2 202592$534.5M
Q1 202575$389.0M
Q4 202475$454.5M
Q3 202469$293.0M
Q2 202472$328.7M
Q1 202468$320.7M
Q4 202368$278.2M
Q3 202367$275.8M
Q2 202372$330.1M
Q1 202372$279.2M
Q4 202260$226.8M
Q3 202256$189.0M
Q2 202263$202.5M
Q1 202267$243.1M
Q4 202165$244.7M
Q3 202176$289.8M
Q2 202172$268.1M
Q1 202170$226.0M

Institutions, Q4 2023

Shares, value and share of portfolio for each institution holding Biglari Holdings Inc.; share changes are against Q3 2023.

Institutions holding BH in Q4 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Biglari Capital Corp.1,337,666$220.6M32.51%+9,813+0.7%Added
Dimensional Fund Advisors LP87,545$14.4M0.00%+3,365+4.0%Added
BlackRock Inc.54,737$9.03M0.00%+3,934+7.7%Added
Vanguard Group Inc28,443$4.69M0.00%+285+1.0%Added
Nuveen Asset Management, LLC16,257$2.68M0.00%+789+5.1%Added
Geode Capital Management, LLC15,136$2.50M0.00%+678+4.7%Added
Acuitas Investments, LLC14,455$2.38M1.25%+144+1.0%Added
Bridgeway Capital Management, LLC13,851$2.28M0.05%+576+4.3%Added
State Street Corp12,525$2.07M0.00%+78+0.6%Added
Connor, Clark & Lunn Investment Management Ltd.10,627$1.75M0.01%−252−2.3%Reduced
Northern Trust Corp8,552$1.41M0.00%+473+5.9%Added
Prudential Financial Inc8,174$1.35M0.00%−2,020−19.8%Reduced
Arrowstreet Capital, Limited Partnership7,652$1.26M0.00%00.0%Unchanged
Empowered Funds, LLC7,651$1.26M0.03%+576+8.1%Added
Los Angeles Capital Management LLC5,566$918.0K0.00%00.0%Unchanged
Morgan Stanley4,514$744.5K0.00%+1,762+64.0%Added
Bank of New York Mellon Corp3,980$656.4K0.00%+1,481+59.3%Added
Martingale Asset Management L P3,284$541.6K0.01%−30−0.9%Reduced
O'Shaughnessy Asset Management, LLC3,198$527.4K0.01%−878−21.5%Reduced
Marquette Asset Management, LLC3,070$506.3K0.09%+70+2.3%Added
STRS Ohio3,000$494.0K0.00%00.0%Unchanged
Bank of America Corp2,670$440.4K0.00%+1,042+64.0%Added
Janney Montgomery Scott LLC2,579$425.0K0.00%+395+18.1%Added
Rathbone Brothers plc2,300$379.3K0.00%00.0%Unchanged
Gsa Capital Partners LLP2,281$376.0K0.03%+2,281New
Charles Schwab Investment Management Inc2,203$363.3K0.00%00.0%Unchanged
Two Sigma Advisers, LP2,059$339.6K0.00%00.0%Unchanged
Renaissance Technologies LLC2,046$337.0K0.00%+180+9.6%Added
Assenagon Asset Management S.A.2,001$330.0K0.00%−24−1.2%Reduced
LPL Financial LLC1,664$274.4K0.00%+1,664New
Barclays PLC1,586$261.6K0.00%+1,139+254.8%Added
Ritholtz Wealth Management1,470$242.4K0.01%−383−20.7%Reduced
Jacobs Levy Equity Management, Inc1,451$239.3K0.00%00.0%Unchanged
Squarepoint Ops LLC1,426$235.2K0.00%−328−18.7%Reduced
JPMorgan Chase & Co1,355$223.5K0.00%+553+69.0%Added
Winton Group Ltd1,269$209.3K0.02%+1+0.1%Added
Citadel Advisors LLC1,220$201.2K0.00%−1,433−54.0%Reduced
Rhumbline Advisers1,160$191.3K0.00%00.0%Unchanged
Russell Investments Group, Ltd.890$146.8K0.00%00.0%Unchanged
UBS Group AG813$134.1K0.00%+364+81.1%Added
New York State Common Retirement Fund686$113.1K0.00%+2+0.3%Added
MetLife Investment Management407$67.1K0.00%00.0%Unchanged
Gladius Capital Management LP402$66.3K0.04%+226+128.4%Added
Public Employees Retirement Association of Colorado398$66.0K0.00%00.0%Unchanged
American International Group, Inc.368$60.7K0.00%−1−0.3%Reduced
Royal Bank of Canada258$43.0K0.00%+85+49.1%Added
Wells Fargo & Company227$37.4K0.00%+38+20.1%Added
BNP Paribas Arbitrage, SA196$32.3K0.00%−102−34.2%Reduced
Tower Research Capital LLC (TRC)164$27.0K0.00%+86+110.3%Added
California State Teachers Retirement System122$20.1K0.00%−41−25.2%Reduced
Citigroup Inc119$19.6K0.00%+112+1,600.0%Added
Wetzel Investment Advisors, Inc.96$16.0K0.01%+96New
Comerica Bank82$13.5K0.00%00.0%Unchanged
Ameritas Investment Partners, Inc.80$13.2K0.00%00.0%Unchanged
Hoey Investments, Inc72$11.9K0.00%+72New
Barrow Hanley Mewhinney & Strauss LLC67$11.1K0.00%00.0%Unchanged
Amalgamated Bank68$11.0K0.00%−8−10.5%Reduced
Legal & General Group Plc65$10.7K0.00%00.0%Unchanged
Qube Research & Technologies Ltd55$9.07K0.00%+30+120.0%Added
AJOVista, LLC55$9.07K0.01%+55New
Larson Financial Group LLC50$8.25K0.00%00.0%Unchanged
Metropolitan Life Insurance Co41$6.76K0.00%00.0%Unchanged
Nisa Investment Advisors, LLC40$6.60K0.00%00.0%Unchanged
North Star Investment Management Corp.26$4.29K0.00%00.0%Unchanged
The PNC Financial Services Group, Inc.22$3.63K0.00%+22New
FMR LLC21$3.46K0.00%+7+50.0%Added
Advisor Group Holdings, Inc.5$8250.00%00.0%Unchanged
Salem Investment Counselors Inc1$1650.00%00.0%Unchanged
D. E. Shaw & Co., Inc.0$00.00%−1,637−100.0%Sold out
Allspring Global Investments Holdings, LLC0$00.00%−333−100.0%Sold out
Dorsey Wright & Associates0$00.00%−157−100.0%Sold out
Hanseatic Management Services Inc0$00.00%−29−100.0%Sold out
Massmutual Trust Co FSB0$00.00%−3−100.0%Sold out